Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
MA-W
Municipal Advisor notice of withdrawal
21 Jul 23
MA-I/A
Municipal Advisor registration (individual) (amended)
19 Jul 23
MA-I/A
Municipal Advisor registration (individual) (amended)
11 Oct 22
MA-A
Municipal Advisor registration (firm) (update)
14 Oct 21
MA-I/A
Municipal Advisor registration (individual) (amended)
18 Feb 21
MA/A
Municipal Advisor registration (firm) (amended)
27 Jan 21
MA/A
Municipal Advisor registration (firm) (amended)
14 Dec 20
MA/A
Municipal Advisor registration (firm) (amended)
2 Nov 20
MA-I/A
Municipal Advisor registration (individual) (amended)
7 Oct 20
MA-I/A
Municipal Advisor registration (individual) (amended)
7 Oct 20
Ownership
13F-HR
Quarterly holdings report by institutional manager
14 May 24
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
13F-HR
Quarterly holdings report by institutional manager
31 Jan 23
13F-HR
Quarterly holdings report by institutional manager
17 Oct 22
13F-HR
Quarterly holdings report by institutional manager
21 Jul 22
13F-HR
Quarterly holdings report by institutional manager
19 Apr 22
13F-HR
Quarterly holdings report by institutional manager
13 Jan 22